Who owns IVW (IVW)
Which tracked institutional funds hold IVW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVW company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IVW is one-sided between 2025-Q4 and 2026-Q1: 183 added or opened and 661 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IVW’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2017 tracked filers holding IVW, 882 increased or opened the position and 875 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IVW between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 40
- Scarborough Advisors, LLC$17M
- Arch Global Advisors, LLC$11M
- RESOLUTE WEALTH ADVISOR, INC.$11M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$10M
- CIBC Bancorp USA Inc.$9M
- Polianta Ltd$9M
Full exits 62
- FIL Ltd$364M
- NewEdge Advisors, LLC$216M
- COMERICA BANK$111M
- Austin Private Wealth, LLC$59M
- Blue Edge Capital, LLC$35M
- J.W. COLE ADVISORS, INC.$34M
Largest adds
- M&T Bank Corp$443M
- ENVESTNET ASSET MANAGEMENT INC$199M
- TWO SIGMA INVESTMENTS, LP$187M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$163M
- Calamos Advisors LLC$127M
- GOLDMAN SACHS GROUP INC$116M
Largest trims
- JPMORGAN CHASE & CO$620M
- MORGAN STANLEY$267M
- AMERIPRISE FINANCIAL INC$143M
- WELLS FARGO & COMPANY/MN$115M
- UBS Group AG$101M
- BlackRock, Inc.$100M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 49,323,629 | $5.6B | 14.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 40,454,780 | $4.4B | 11.4% | 2026-Q1 |
| MORGAN STANLEY added | 34,306,897 | $3.9B | 10.1% | 2026-Q1 |
| LPL Financial LLC added | 20,889,253 | $2.4B | 6.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 19,779,268 | $2.2B | 5.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 15,355,004 | $1.7B | 4.5% | 2026-Q1 |
| UBS Group AG trimmed | 8,578,646 | $970M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 8,010,148 | $906M | 2.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 7,291,428 | $825M | 2.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 5,390,020 | $610M | 1.6% | 2026-Q1 |
| CWM, LLC added | 4,777,915 | $540M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 4,754,617 | $538M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,286,127 | $485M | 1.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,936,998 | $445M | 1.2% | 2026-Q1 |
| M&T Bank Corp added | 3,914,423 | $443M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,890,879 | $440M | 1.1% | 2026-Q1 |
| Lido Advisors, LLC added | 3,873,907 | $438M | 1.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 3,856,562 | $436M | 1.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 3,653,783 | $413M | 1.1% | 2026-Q1 |
| Mariner, LLC trimmed | 3,565,694 | $403M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,539,621 | $401M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 3,335,976 | $377M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,037,160 | $344M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,990,288 | $328M | 0.9% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 2,694,953 | $305M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 2,416,574 | $273M | 0.7% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 2,276,795 | $258M | 0.7% | 2026-Q1 |
| SOFI WEALTH, LLC added | 2,249,169 | $254M | 0.7% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 2,236,643 | $253M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,050,705 | $232M | 0.6% | 2026-Q1 |
| FMR LLC added | 2,046,771 | $232M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,977,675 | $224M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,970,631 | $223M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,965,703 | $222M | 0.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,904,019 | $215M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,653,492 | $187M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,497,810 | $169M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,468,118 | $165M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 1,406,864 | $159M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,362,101 | $154M | 0.4% | 2026-Q1 |
| JB Capital LLC added | 1,338,195 | $151M | 0.4% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,285,735 | $145M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,223,953 | $138M | 0.4% | 2026-Q1 |
| Calamos Advisors LLC added | 1,168,503 | $132M | 0.3% | 2026-Q1 |
| Rehmann Capital Advisory Group added | 1,164,899 | $132M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,139,627 | $129M | 0.3% | 2026-Q1 |
| Calamos Wealth Management LLC added | 1,126,579 | $127M | 0.3% | 2026-Q1 |
| MAI Capital Management trimmed | 1,107,688 | $125M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,105,695 | $125M | 0.3% | 2026-Q1 |
| LVZ, Inc. added | 1,047,836 | $119M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 1,030,500 | $117M | 0.3% | 2026-Q1 |
| COURIER CAPITAL LLC trimmed | 963,042 | $109M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 885,451 | $100M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 883,779 | $100M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 859,413 | $97M | 0.3% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 845,298 | $96M | 0.2% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 828,745 | $94M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 733,815 | $83M | 0.2% | 2026-Q1 |
| Ascent Group, LLC added | 732,503 | $83M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 714,893 | $81M | 0.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 707,760 | $80M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 688,281 | $78M | 0.2% | 2026-Q1 |
| Creative Planning added | 673,356 | $76M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 636,384 | $72M | 0.2% | 2026-Q1 |
| Stegner Investment Associates Inc. trimmed | 614,290 | $69M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 603,344 | $69M | 0.2% | 2026-Q1 |
| Salomon & Ludwin, LLC trimmed | 598,490 | $69M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 592,856 | $68M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 595,640 | $67M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 593,468 | $67M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 584,236 | $66M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 576,341 | $65M | 0.2% | 2026-Q1 |
| SilverOak Wealth Management LLC trimmed | 566,951 | $64M | 0.2% | 2026-Q1 |
| Icon Wealth Advisors, LLC added | 492,926 | $64M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 532,813 | $60M | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 516,567 | $58M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 508,502 | $58M | 0.1% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 502,832 | $57M | 0.1% | 2026-Q1 |
| North Star Investment Management Corp. trimmed | 501,583 | $57M | 0.1% | 2026-Q1 |
| Probity Advisors, Inc. added | 501,149 | $57M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 496,194 | $56M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 489,338 | $55M | 0.1% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 471,760 | $53M | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 470,220 | $53M | 0.1% | 2026-Q1 |
| West Wealth Group, LLC added | 469,119 | $53M | 0.1% | 2026-Q1 |
| &PARTNERS added | 436,542 | $49M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 434,249 | $49M | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 432,346 | $49M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 422,113 | $48M | 0.1% | 2026-Q1 |
| CHOREO, LLC trimmed | 410,209 | $46M | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 391,098 | $44M | 0.1% | 2026-Q1 |
| MA Private Wealth added | 390,339 | $44M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 388,544 | $44M | 0.1% | 2026-Q1 |
| ENCOMPASS WEALTH ADVISORS, LLC trimmed | 372,247 | $42M | 0.1% | 2026-Q1 |
| FIL Ltd trimmed | 2,950,099 | $364M | 0.9% | 2025-Q4 stale |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 2,908,525 | $351M | 0.9% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 1,749,507 | $216M | 0.6% | 2025-Q4 stale |
| COMERICA BANK trimmed | 896,757 | $111M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 958,227 | $106M | 0.3% | 2025-Q2 stale |
| Austin Private Wealth, LLC added | 482,689 | $59M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.